Feature Additions and Major Changes

• Added “Switch User” button.
• Added Credit Card Charges form.

Bug Fixes and Minor Adjustments

• Fixed: production wasn’t always loading the last selected warehouse.
• Fixed: purchase orders and purchase invoices were not using the default salesperson for the current user
• Added transfer date column to rollformer production.
• Improved physical count import speed by moving most of the processing to the server. Also changed it to support importing lot names. Will now skip non-stock items while importing.
• Changed: selecting a previous order ship ID will now bring in the previous orders tax info, but only if there are no state/zip tax codes that would apply.
• Fixed: editing descriptions on transaction G/L lines sometimes didn’t save.
• Fixed: After adding a new job it wasn’t saving immediately when selecting the customer ID. Also fixed to only allow selecting use tax codes in the job screen for WIP jobs.
• Changed to save the last selected date range in the order line item options popup.
• Fixed to not show tax2 on customer saved ship to editor if it is turned off in company preferences.
• Credit card register: added support for editing the “Clr” checkbox. Also, changed the register views to return zeros as nulls.
• Fixed: receivable screen wasn’t rounding correctly when auto-calculating the amount to pay for invoices that were partially paid previously.
• Fixed: users were able to edit some details on posted adjustments.
• Made department allocation better handle deleting allocations, and opening when there are no allocations set up yet.
• Changed report selection dropdown in local settings to do a “Contains” search.
• Fixed to show lot IDs that have been selected in the lot usage popup even after the lot has been completed.
• Fixed GL Recap form.
• Changed to allow removing ship vias on manufacture orders.
• Fixed to never reset freight when changing ship via, if the freight amount is locked.

Bug Fixes and Minor Adjustments

• If changing the ship via on a transaction from an auto-freight to a non-auto-freight one, it will just set the freight total to zero.
• Fixed quotes to calculate tax during print when AvaTax is enabled.
• Fixed: some fields in employee screen were left enabled when not in edit mode.
• Regrouped several buttons in the system tab into a dropdown.
• Changed bank account list to not close when opening an account.
• When deleting a GL account it will now just close the form when done.
• Purchasing agent: pressing “Select All” wasn’t enabling the “Create” buttons.
• Fixed: data utility customer merging was failing in some cases.
• Changed vendor, customer, employee ID generation to support formats without a trailing number. In that case it only adds a number for the second instance of a given ID. Also changed to fall back to a default format of “18,18,” if none is set up.
• Changed category screen to not allow deleting category/sub-category that are in use. Also changed to cascade category/sub-category renaming to inventory and pricing tables.
• Changed: Users can no longer edit warehouse names or delete warehouses. You can mark them as discontinued.

Feature Additions and Major Changes

• Added Auto Attach From Folder Feature. This feature allows an Auto Attach Path to be specified in User Preferences. If set, when the attachment screen is opened, it will auto attach any files in this folder. If files are added to the folder while the attach screen is open, they will also be attached. After files are attached, they are moved to an Archive subfolder.
• Added a local setting to allow specifying the printer that each report should print at. This will override any printer the user has selected.
• Added a toggle to expand descriptions in transaction detail (saved as a user preference). Also changed description popup to expand for larger descriptions.

Bug Fixes and Minor Adjustments

• Added a button to DataUtilities>Misc to Clear SQL proc cache.
• Changed to never apply terms discounts to prepayments in receivables.
• Changed: the machine dropdown will show machines only for the user’s selected manufacturing warehouse. Otherwise, it will show all machines, but sorted by warehouse then machine name.
• Changed to allow changing the trip ID on a line that has shipped items, even when split invoicing is enabled. Also, items set to not show in fulfillment will get invoiced on the first invoice made so they don’t get missed.
• When invoicing an order on multiple trips, changed the confirmation to indicate that it will make invoices for all items on trips rather than just the the shipped items.
• Pressing receive payment on a negative invoice should still open the payment window. Will only bypass it for negative amount-due caused by a prepayment. Also fixed to prevent overpaying with a check.

Feature Additions and Major Changes

• Added: bank account list, general ledger, chart of accounts, accounting periods, default GL accounts, checkbook register, credit card charges, cash drawer setup, employee screen, and reminder list to P10.
• Added shelf ordering to store management tool.
• Added a “switch users” button to switch user/server without closing.
• Added production setting to automatically complete build steps when printing the build.
• Added a company preference that warns the user about a missing signature before posting.
• Added a company preference to not modify the manufacture lock on builds when adding them to batches.
• Added a product setting to mark the product as pickup only. User will be warned during releasing but will be allowed to bypass if they want.

Bug Fixes and Minor Adjustments

• Changed: if order was manually set to a specific pricing level, it will still apply any customer “discount sales price” percentage, but only as a separate comparison point. It will apply it to non-exclusive pricing levels, but not on top of an exclusive pricing level. Exclusive pricing levels will now be compared along side other prices to find the best price rather than becoming the base price like the non-exclusive levels do.
• P9: Fixed inventory pricing level import to specify that it also needs the Exclusive field mapped if they are not providing the cntID.
• Fixed: RFQ/PO/VI in P9 were not setting the cost rate correctly when the user selected a different saved shipFrom address.
• Added better warning when entering a product/alias with an invalid U/M on a transaction.
• Replaced Paradigm_Search.exe with the P10-facing version.
• Fixed some issues with user switching in user preferences.
• Changed to give warning when posting a voucher where the vendor invoice number already exists
• Fixed: Un-depositing a receivable was failing. Added the “Deposited” text to the banner if it currently is deposited.
• Changed to prevent emailing a payment link for a receivable for a zero amount or an unmatching amount.
• Fixed: if changing the pieces manufactured during production build completion, it was requesting the old rather than the new piece total for lot based products. Also, lot usage was using the order Pcs.
• Changed to help prevent missing warehouses on voucher detail assembly and the associated lot usage.
• If user tries to email a confirmation/prepay link for an email within 7 days of its “valid date” it will now warn them and let them change it if they want.
• Changed inventory items to disallow product IDs with special characters.
• Fixed: errors related to client version or licensing were getting handled silently in some cases. These need to stop the login.
• Implemented signature printing on invoices. Changed report previews to show as popup tabs rather than normal floating windows
• Changed to apply the status color to the entire row in the truck summary.
• Added AvaTax codes to GL accounts, for use on invoices. (especially for gift cards)
• Fixed prepayment detail to still show the selected order in the detail after the order has been marked completed.
• Changed receivables: pressing “Pay all” or double clicking the “Amount Paid” when the amount is zero, will pay all invoices rather than trying to apply a zero amount. Also changed to treat all negative invoices as “Credits” when applying credits.
• Fixed: Purchasing Agent, Job Dashboard, Production Batch, and Payables now open from favorites.
• Fixed: order screen: typing in a product ID, tabbing to qty and pressing ESC was throwing an error.
• Added Multiplier and notes fields to customer category/subcategory pricing.
• Added optional Trip ID column in production batching.
• Added a transfer date column to production screens.
• Added a complete all button to piece production to complete the rest of the scanned build.

Feature Additions and Major Changes

• Added two new options for calculating terms discounts: [No Freight] and [No Freight or Other]

Bug Fixes and Minor Adjustments

• Added Customer Contact Log screen.
• Changed the Product/description search in transaction lists to look for lines that match both values rather than finding the matching product/description on two separate lines.
• Fixed: The trip creator wasn’t resetting to defaults when closing. Truck/driver should go back to the default.
• Fixed: addresses from canceled orders were showing in the ship ID dropdown.
• Changed to not auto-edit POs that have been exported and to warn the user when they attempt to edit.
• Changed customer merging to remove the “Primary” flag from any Customer Contact Method that is copied to the main customer.

Feature Additions and Major Changes

• Added user selector to user preferences screen, so admins can edit preferences for other users.
• Dispatching changes to support trip details items that are split, and to help order info to display amounts just relating to that trip rather than all the order details. Added the Fallback trip field. Overhauled trip splitting. Set up partial order conversion that only invoices lines that have shipped pull labels on a trip. Fixed issues with selecting orders to go on trips (keeping the sort of which was selected first). Visual fixes.
• Added Message To Print, truck info, permit type, and weight estimate fields to trips. These are shown in a separate tab in the trip. Also added checkbox in the trip for “Show in driver app”.

Bug Fixes and Minor Adjustments

• Added the GL recap form.
• Added the data utilites screen.
• Fixed: substitution was failing to find/prioritize the matching UoM when there were multiple UoMs available for the selected component substitution.
• Fixed: adjustment screen was not gracefully handling if someone tried typing a product that wasn’t valid/stocked.
• Changed to prevent releasing a PO to a vendor if “Require Unique Bundle Names” is turned on and they have duplicate bundle names.
• Changed to properly check and apply credit holds when attempting to release an order. Previously if it failed to release because it should have a credit hold, it wasn’t setting the credit hold field when done.
• Fixed trip creator totals to update more consistently.
• Added an option to hide the Preview/Print Pick List buttons in Daily Deliveries.
• Add Exported status to PO banner messages.
• Fixed to tell the user why an attachment drag/drop failed in a list form when they don’t have any row selected.
• Changed drag/drop attachment creation to ignore dragged text if it’s less than 100 characters, to avoid accidental attachments.
• Fixed: if user did a substitution during build completion in production, from a non-lot product to a lot product, it was not prompting the user to enter lot info and then just failed to post. Also, fixed an issue where having the same product on the build detail twice, once with a zero qty, was making it show up twice in the lot selection screen.
• Fixed issue with saving layouts in lot management screen.
• Fixed: When editing a build manually, it was not correctly using pricing levels when determining the final build price, instead using the main build price. Also, when running “update prices” for a build line, it was always using the customer pricing level even if the order had a different one set. Also if a user double-clicked to create a build and then closed without changing anything, the build was remaining as a zero price build even if there were items with default prices. Also fixed so the display price on the build header updates as they edit the detail.
• Fixed: the address info button shouldn’t have been a tab stop.
• Fixed build substitution calculation. It wasn’t zeroing out the original pcs in some cases because the “zeroing” threshold it calculated was too small.
• Changed to allow users to edit vendor number on PO/VI.
• Changed application title to include the user name.
• Fixed: When unposting a Build, it should skip the Lot Checks.
• Fixed: Pcs Manufactured popup in production was sometimes pulling the Pieces number from a quote linked to the build rather than the order.
• Changed to prevent posting an invoice if it has a line on it that has later been re-classified as a kit item.

Bug Fixes and Minor Adjustments

• Fixed: max length and total weight weren’t updating as you selected orders in trip creator.
• Added attachment viewer popup to component production screen.
• Fixed: the payment percentage was showing below the confirm link creation in the email, even when the no login payments were not enabled.
• Fixed totals at bottom of production tree to show Pcs rather than qty total if “Pieces” is selected. Fixed format of the tree when displaying products without selected components. Fixed: some items were showing in both the stock and nonstock tree sections at the lower tree levels.
• Fixed: the “Update Costs” button in PO and VI was not properly setting the cost Rate field if the line had a non-one unit of measure.
• Fixed: editing an order throws an error if there is a null edit lock.
• Changed to also show un-posted transactions in lot screen. will now allow resizing of the right hand panel.
• Opened up address editing in dispatching to allow changing the full address now.

Bug Fixes and Minor Adjustments

• Fixed: opening Lot screen was failing from the favorites tab.
• Several adjustments to the Avalara AvaTax integration

 

Feature Additions and Major Changes

• Added Avalara AvaTax integration for sales tax calculation. If enabled, this replaces Paradigm’s sales tax engine and disables the Paradigm 9 sales module as well.

Bug Fixes and Minor Adjustments

• Improved some error handling when saving within an order/invoice.
• Fixed Order release credit limit warning to only show to people that are allowed to override credit holds.
• Changed invoice to stop throwing exception about attempting to edit a posted invoice. If save was attempted on field not allowed to be changed, it will just return.
• Fixed a few memory leaks.

Bug Fixes and Minor Adjustments

• Deleted invalid Checkbook report setup that was imported from P9.
• Added support for dragging/dropping a URL from the web browser address bar to create a link attachment record.
• Added support for viewing attachments in external browser when double clicking URL attachment in Attachment List.
• Fixed: several places where transactions were being opened were not using cached tabs, resulting in a large number of them being cached. Also fixed some issues with attribute lists not getting set correctly if changing between cached tab types.
• Fixed to handle an exception when opening a floating window as a startup tab. It is unable to center the window in that situation.
• changed recently completed builds list to show the DateTime for completed date instead of just date.
• Changed order selection in dispatching to keep the user’s selection even after they filter the list to something not including that order.
• Changed to disable the line item taxability field if avatax is enabled. It can still be visible for historical purposes, just uneditable.
• Added checkbox in attachment screen to show transaction attachments for a given vendor/customer.
• Fixed: Production splitting sometimes gave an error that arose because it attempted to split the build an extra time when doing a multi-split.